Posts tagged with : Tips and Tricks

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OpenAir: Custom Utilization Reporting

OpenAir: Custom Utilization Reporting

- September 21, 2020

One common request our clients have is to create a custom calculation for utilization reporting.  In this example, we will...

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Using Assignment Groups in OpenAir

Using Assignment Groups in OpenAir

- September 18, 2020

An Assignment group is a list of employees selected from all the active employees in the system. Assignment groups allow...

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OpenAir Custom Calculations and Reporting

OpenAir Custom Calculations and Reporting

- September 15, 2020

A custom calculation allows you to create a more specific calculation in the system than what comes out of the...

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Saved Search on System Notes Fields

Saved Search on System Notes Fields

- February 20, 2020

Purpose: Saved Search to show the latest edit to a record using System Notes fields Use Case: Vendor Edits to...

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Using Advanced Filters in NetSuite OpenAir

Using Advanced Filters in NetSuite OpenAir

- January 22, 2020

Purpose: Using advanced filters to refine list views to display the data you need. The steps below will aid users...

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Month-End and Year-End Processing in NetSuite

Month-End and Year-End Processing in NetSuite

- January 9, 2020

There are several important things to know when closing the books for month-end and year-end processing in NetSuite. These include:...

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How to address the new ASC 842 lease accounting standard in NetSuite

- May 20, 2019

The new ASC 842 standard presents a wide range of implications that will require most operating leases to be reflected...

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An allocation tool can help!

Comparing Allocation Options in Sage Intacct

- March 28, 2019

It’s no secret—allocations are time-consuming, error-prone, and yet, incredibly important for understanding financial performance. It’s vital for both businesses and...

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5 Tips on How to Succeed with Your ERP Implementation

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5 Tips on How to Succeed with Your ERP Implementation

- March 16, 2019

Implementing a sophisticated ERP system for the first time is a lot of work. It can also be complex for...

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Create Record Workflow Action in NetSuite

Create Record Workflow Action in NetSuite

- December 5, 2018

Create Record Workflow Action Purpose: Automatically create a project record upon saving a Quote/Sales Order and link records together. Add...

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